Core Viewpoint - Weichai Power (000338) anticipates that the domestic sales of natural gas heavy trucks will reach 47,000 units in Q1 2025, with a penetration rate of 31% [1] Group 1: Industry Insights - The future supply-demand balance is expected to support natural gas prices in a stable and reasonable range, enhancing the application scenarios for natural gas heavy trucks due to their low-carbon and economic advantages [1] - The penetration rate of natural gas heavy trucks is projected to continue increasing [1] Group 2: Company Strategy - The company possesses strong R&D capabilities and technical accumulation, which will help it lead in the market share of natural gas heavy truck engines [1] - A recent notice from the Ministry of Transport on March 18 regarding the "old-for-new" policy will provide subsidies for natural gas heavy trucks, further boosting the demand for gas vehicle replacements [1] - The company will continue to drive industry upgrades through product innovation and aims to further enhance its market share [1]

证券代码：000338.SZ/2338.HK 证券简称：潍柴动力 1 | | 2.公司新能源业务发展规划？ | | --- | --- | | | 受政策支持、成本下降等因素推动，重卡、轻卡、工程机 | | | 械等行业新能源渗透率逐步提升，未来应用空间广阔。公司已 | | | 提前布局规划建设潍柴（烟台）新能源产业园，项目分为两部 | | | 分，一是专注打造 50GWh 动力电池和储能系统电芯及配套零部 | | | 件生产基地；二是布局 50GWh 电池 PACK 等新能源汽车核心部件 | | | 制造基地。2025 年 3 月 28 日，该产业园首台电池产品下线， | | | 标志着项目正式投产。 | | | 公司借助集团全产业链优势，基于终端场景、工况，精准 | | | 理解细分市场的客户需求，快速准确响应开发新能源产品。公 | | | 司目前在动力电池热管理、智能管理及全生命周期可靠性等维 | | | 度已取得突破性进展，后续将积极把握市场发展机遇，持续提 | | | 升新能源业务的业绩贡献。 | | | 3.公司分红政策情况？ | | | 若考虑 2024 年度分红派息方案，公司上市以来累计分红总 ...

Core Viewpoint - The successful launch of China's first independently designed and built deep-sea drilling vessel "Dream" marks a significant advancement in the country's deep-sea exploration technology and capabilities, breaking multiple world records and establishing a new benchmark in the industry [1][7]. Group 1: Vessel Specifications and Capabilities - "Dream" has a maximum drilling depth capability of 11,000 meters, making it the only deep-sea drilling vessel globally capable of penetrating the Mohorovičić discontinuity (Moho) [3][4]. - The vessel's total length is 179.8 meters, width is 32.8 meters, and height is 81.2 meters, equivalent to a 25-story building, with a maximum variable load of 15,000 tons [3][4]. - It can operate for 120 days without resupply and withstand super typhoons of up to level 16, improving operational efficiency by 60% compared to foreign counterparts [4][5]. Group 2: Technological Innovations - "Dream" features a modular design that integrates functions for ocean scientific drilling, deep-sea oil and gas exploration, and natural gas hydrate investigation, which is a significant challenge globally [1][4]. - The vessel includes the world's first hydraulic lifting drilling machine that combines oil and gas exploration with core drilling capabilities, enhancing drilling efficiency and hard rock penetration [4][5]. - It houses a comprehensive onboard laboratory with nine experimental functions, making it the largest and most versatile "mobile laboratory" at sea, with nearly 40% more space than foreign vessels [4][5]. Group 3: Strategic Importance - The construction of "Dream" breaks the long-standing foreign monopoly in the deep-sea drilling vessel sector, positioning China as a leader in this field [5][6]. - The vessel's capabilities allow China to independently organize ocean drilling expeditions, transitioning from a participant to a leader in global ocean exploration [7]. - "Dream" is expected to significantly contribute to the understanding of Earth's internal structure and support global scientific endeavors to explore the unknown [7].

北达科他州监管机构预计石油和天然气钻机数量将减少约5台，压裂队伍将减少约2支。 ...

Group 1 - The total number of natural gas drilling rigs in the U.S. as of the week ending May 16 is 100, down from the previous value of 101 [1]

美国5月16日当周天然气钻井数 100，前值 101。 ...

智通财经记者 | 田鹤琪 5月14日12时1分（美东时间5月14日0时1分）起，中美相互调整后的关税正式实施，中美各取消91%的 关税、暂停实施24%的"对等关税"90天，保留剩余10%的关税。 值得注意的是，今年2月，中国已对美LNG加征15%关税，对原油加征10%关税。 因此，此次中美关税政策调整后，中国对于进口美国LNG的关税仍为25%，进口美国原油的关税为 20%。 在此背景下，中国自3月以来已停止进口美国产LNG。 海关总署数据显示，今年2月中国自美国进口LNG为6.57万吨，环比1月的19.42万吨减少66%，同比去年 的6.95万吨持平。今年3月，中国自美国进口LNG为0，去年同期为41.25万吨。 据欧洲调查公司Kpler的船舶追踪数据显示，截至5月中旬，中国对美国产LNG的进口量仍然为零。 短期内，美国LNG将难返中国市场。 卓创资讯天然气分析师冯海城对智通财经表示，由于目前欧洲的补库及其他替代性需求比较旺盛，且价 格也高，资源去往欧洲的经济性会更强。 因此，预计短期内美国LNG不会来到国内，待国内需求逐渐改善如在旺季开启前，或有部分美国LNG 得到恢复，但届时也要看降低关税政策的延续性问题 ...

美国能源信息署（EIA）：美国上周EIA天然气库存增加110亿立方英尺，周环比增幅5.13%（之前一周 增长5.10%），至2.26万亿立方英尺。 ...

美国5月9日当周EIA天然气库存变动 1100亿立方英尺，预期 1100亿立方英尺，前值 1040亿立方英尺。 ...

Core Viewpoint - The EIA natural gas inventory report for the week ending May 9 is set to be released shortly, which may impact market expectations and trading strategies in the natural gas sector [1] Group 1 - The report is anticipated to provide insights into the current supply and demand dynamics of natural gas in the U.S. market [1] - Market participants are closely monitoring the inventory levels as they can influence pricing trends and investment decisions in the energy sector [1]